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Lindbrook Capital’s Wintrust Financial WTFC Stock Holding History

Lindbrook Capital’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$55K Buy
489
+35
+8% +$4.33K 0.01% 960
2024
Q4 		$56.6K Sell
454
-9
-2% -$1.11K 0.01% 765
2024
Q3 		$50.2K Buy
463
+8
+2% +$834 ﹤0.01% 815
2024
Q2 		$44.8K Hold
455
– – ﹤0.01% 845
2024
Q1 		$47.5K Buy
455
+5
+1% +$483 ﹤0.01% 795
2023
Q4 		$41.7K Sell
450
-15
-3% -$1.24K ﹤0.01% 821
2023
Q3 		$35.1K Buy
465
+7
+2% +$551 ﹤0.01% 814
2023
Q2 		$33.3K Buy
458
+39
+9% +$2.66K ﹤0.01% 857
2023
Q1 		$30.6K Buy
419
+6
+1% +$513 ﹤0.01% 879
2022
Q4 		$34.9K Buy
413
+27
+7% +$2.38K ﹤0.01% 819
2022
Q3 		$31K Hold
386
– – 0.01% 815
2022
Q2 		$31K Hold
386
– – 0.01% 819
2022
Q1 		$36K Sell
386
-78
-17% -$7.6K 0.01% 791
2021
Q4 		$42K Hold
464
– – 0.01% 782
2021
Q3 		$37K Hold
464
– – 0.01% 538
2021
Q2 		$35K Hold
464
– – 0.01% 589
2021
Q1 		$35K Hold
464
– – 0.01% 561
2020
Q4 		$28K Hold
464
– – 0.01% 582
2020
Q3 		$19K Buy
464
+16
+4% +$685 0.01% 632
2020
Q2 		$20K Buy
448
+100
+29% +$3.99K 0.01% 609
2020
Q1 		$11K Buy
348
+311
+841% +$17.3K ﹤0.01% 735
2019
Q4 		$3K Buy
+37
New +$2.47K ﹤0.01% 1244

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lindbrook Capital's WTFC Position: Q1 2025 in Review

Lindbrook Capital increased its Wintrust Financial (WTFC) stake by 7.7% in Q1 2025, buying an estimated $4.33K and bringing the position to 489 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #960.

Lindbrook Capital first reported a position in WTFC in Q4 2019 and has held it in 22 quarters since. The position peaked at $56.6K in Q4 2024. 452 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Lindbrook Capital held 489 shares of Wintrust Financial worth $55K as of Q1 2025.
  • Lindbrook Capital bought 35 Wintrust Financial shares in Q1 2025, an estimated $4.33K.
  • Wintrust Financial made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #960 holding.
  • Lindbrook Capital first reported a position in Wintrust Financial in Q4 2019 and has held it in 22 quarters since.
  • Lindbrook Capital's Wintrust Financial position peaked at $56.6K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.